Layouts Introduction

Layouts are custom views for displaying and managing Object records. They provide structured interfaces for viewing, creating, and editing records with organized sections and fields.

What are Layouts?

Layouts are visual configurations that:

Display Object Data: Show records in organized, user-friendly views
Organize Fields: Group related fields into sections
Support Multiple Views: Provide different display types (View360, Simple Layout, Mixed Layout, Estimator, Flows)
Enable Record Management: Support creating, viewing, and editing records
Associate with Objects: Each layout is linked to a specific Object

Layout Types

View360

A comprehensive 360-degree view that displays all related information about a record, including related records from other Objects.

Simple Layout

A straightforward form-based layout for creating and editing records with organized sections.

Mixed Layout

A combination layout that can include multiple sections and different display types.

Estimator

A specialized layout type for price estimation and calculation. Used for pricing layouts and estimation workflows.

Flows

A layout type that displays workflow interfaces. Used to show workflow forms and execution interfaces within a layout context.

Key Features

Sections

Layouts are organized into sections that group related fields together for better organization and user experience.

Default Layouts

Each Object can have a default layout that is automatically used when viewing or editing records.

Directory Organization

Layouts can be organized in folders (directories) for better management and navigation.

Workflow Integration

Layouts can be associated with workflows to enable custom edit functionality and business logic.

Layout Configuration

Each layout includes:

Name: Unique identifier for the layout
Description: Optional description
Associated Object: The Object whose records are displayed
Display Type: The type of layout (View360, Simple Layout, Mixed Layout, Estimator, Flows)
Sections: Organized groups of fields
Directory: Optional folder for organization
Default Flag: Whether this is the default layout for the Object

Using Layouts

Layouts are used:

In Pages: Embedded as components in dashboard pages
For Record Management: Viewing, creating, and editing Object records
As Drill-Down Targets: Navigated to from datagrids and reports
In Workflows: Referenced in workflow actions and forms

Getting Started

Creating Layouts: Learn how to create layouts with different display types
Configure Sections: Add and organize sections based on the layout type
Set as Default: Configure default layouts for Objects

Creating Layouts - Step-by-step guide to creating layouts
Objects Introduction - Understand the data models displayed in layouts
Workflows Introduction - Learn about workflows used with layouts
Datagrids Introduction - Understand how layouts relate to datagrids

Layouts Introduction

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